Courtney Fraser

Wealth Manager

Courtney Fraser is a Wealth Manager, specializing in college planning, required minimum distributions, and Roth conversions.

She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs. She is currently studying to receive additional credentials and designations.

Courtney graduated from Virginia Tech and holds a B.S. in Applied Economic Management with a concentration in Financial Planning. She first came to the firm as an intern in 2015, and joined the firm full-time in 2016. During her time at Virginia Tech, Courtney was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association and was a recipient of the FSP Excellence in Financial Education Award.

Courtney currently lives in Charlottesville and in her spare times she enjoys reading; horseback riding; walking her dog, Emma; and spending time with her friends and family.


Specialties


Latest Articles

When You Should Not Do a Backdoor Roth
with No Comments

Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

How to Readjust Your Retirement Plan
with No Comments

Sometimes the change can be in a direction you did not expect.

Invest Even When Afraid
with No Comments

You can’t invest for the future in the future. Don’t let your fear of the future ruin your future.

See More by Courtney

Subscribe to our newsletter!